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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,702 | $45,343-58.8% | $150,298-87.6% | $67,986-72.5% |
| Participation rate | 13.7% | 51.9%-38.2pp | 77.8%-64.1pp | 57.2%-43.5pp |
| Annual return | 20.74% | 33.28%-12.5pp | 62.79%-42.0pp | 31.67%-10.9pp |
| Employer contribution / active EE | $191 | $1,462-87.0% | $4,154-95.4% | $2,019-90.6% |
| Participant deferral / active EE | $752 | $2,055-63.4% | $5,453-86.2% | $3,358-77.6% |
| Admin fee / account holder | $807 | $2,250-64.1% | $14,116-94.3% | $3,203-74.8% |